Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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Find The Best Financial Advisors in Beverly Hills, California

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Beverly Hills is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Beverly Hills & pick the one as per your needs

How To Find The Best Financial Advisors in Beverly Hills , California
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Beverly Hills, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 14 vetted financial advisors and 27 non-vetted financial advisors in Beverly Hills, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Beverly Hills, California have an average of 23 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Beverly Hills , California

Andrew Eddy

Eddy Financial, LLC

310-451-3339

Address

100 Wilshire Blvd,
Suite 700,
Santa Monica, CA 90401 See Details

X Advisors, LLC

661-505-6311

Address

6345 Balboa Blvd,
Building 1, Suite 100,
Encino, CA 91406 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

Dash Investments

469-915-4786

Address

21600 Oxnard Street Ste 1755,
Woodland Hills, CA 91367 See Details

Pure Financial Advisors, LLC

818-805-5500

Address

6320 Canoga Ave #920,
Woodland Hills, CA 91367 See Details

Nancy Listiawan

Vera Wealth

626-219-0288

Address

1055 E. Colorado Blvd 5th Floor,
Pasadena, CA 91106 See Details

Frank Ro

Stratos Weath Partners

310-594-5952

Address

29 Montecillo Dr,
Palos Verdes Peninsula, CA 90274 See Details

Michael DeSantis

Farther Finance LLC

310-742-9633

Address

24049 Stratus Street,
Santa Clarita, CA 91350 See Details

Jarret Rodriguez-Conklin

Homestead Wealth Management

909-667-0587

Address

413 East Foothill Boulevard, Suite 100,
San Dimas, CA 91773 See Details

Trilogy Financial

844-356-4934

Address

2601 Main Street,
Suite 100,
Irvine, CA 92614 See Details

Top Financial Advisor Firms in Beverly Hills, California(Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
PLATINUM EQUITY ADVISORS, LLC 360 North Crescent Drive, South Building Beverly Hills, CA, 90210-2529	161491	$48,377,629,268	132	A percentage of AUM, Performance Based
LEVINE LEICHTMAN CAPITAL PARTNERS, LLC 345 N. Maple Drive, Suite 300 Beverly Hills, CA, 90210-5183	140980	$9,562,507,488	56	A percentage of AUM, Performance Based
BUTTERFLY EQUITY LP 9595 Wilshire Blvd, Suite 510, Beverly Hills, CA, 90212	284667	$4,047,839,940	20	A percentage of AUM, Performance Based
MOZAIC, LLC 350 South Beverly Drive, Suite 340, Beverly Hills, CA, 90212	145777	$3,636,302,344	75	A percentage of AUM, Hourly charges, Fixed fees
CHECCHI CAPITAL ADVISERS, LLC 9720 Wilshire Blvd, Suite 400 Beverly Hills, CA, 90212	143478	$1,898,817,801	1012	A percentage of AUM, Other (MINIMUM ACCOUNT FEE)
GRANT TANI BARASH & ALTMAN, LLC 9100 Wilshire Blvd, Suite 1000 West Beverly Hills, CA, 90212	319128	$1,711,374,494	928	Other (BUNDLED FEES FOR ALL BUSINESS MANAGEMENT SERVICES)
JOEL R. MOGY INVESTMENT COUNSEL INC. 315 South Beverly Drive, Suite 400 Beverly Hills, CA, 90212-4301	111622	$1,665,610,255	592	A percentage of AUM, Fixed fees, Other (TRUSTEE FEES)
MARCYPEN CAPITAL PARTNERS LLC 345 North Maple Drive, Suite 160 Beverly Hills, CA, 90210	306546	$1,057,491,047	16	A percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS)
LEVINE LEICHTMAN STRATEGIC CAPITAL, LLC 345 N. Maple Drive, Suite 300 Beverly Hills, CA, 90210-5183	289401	$1,013,000,000	1	A percentage of AUM, Performance Based
CHEVIOT VALUE MANAGEMENT, LLC 433 North Camden Drive, Suite 800 Beverly Hills, CA, 90210	166291	$963,340,637	1216	A percentage of AUM, Hourly charges, Fixed fees
MONOGRAM CAPITAL MANAGEMENT, L.P. 400 N Camden Drive, Suite 300 Beverly Hills, CA, 90210	290197	$862,929,944	17	A percentage of AUM, Performance Based, Other (MONITORING FEES)
BOULEVARD FAMILY WEALTH 9465 Wilshire Blvd., Suite 840 Beverly Hills, CA, 90212	285229	$844,952,540	128	A percentage of AUM, Fixed fees
AIRE ADVISORS, LLC 9350 Wilshire Blvd, Suite 200 Beverly Hills, CA, 90212	307450	$827,445,000	931	A percentage of AUM, Hourly charges
BEVERLY HILLS PRIVATE WEALTH, LLC 350 S. Beverly Drive, Suite 360 Beverly Hills, CA, 90212	321132	$696,000,000	1097	A percentage of AUM, Hourly charges, Fixed fees
LIFE LINE WEALTH MANAGEMENT LLC 8447 Wilshire Boulevard, Suite 200 Beverly Hills, CA, 90211	171051	$438,781,576	354	A percentage of AUM

Select other cities around Beverly Hills, California to broaden your search for a financial advisor

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Find The Best Financial Advisors in Beverly Hills, California

How To Find The Best Financial Advisors in Beverly Hills , CaliforniaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Beverly Hills , California

Eddy Financial, LLC

Address

Address

Address

Address

Address

Vera Wealth

Address

Stratos Weath Partners

Address

Farther Finance LLC

Address

Homestead Wealth Management

Address

Address

Top Financial Advisor Firms in Beverly Hills, California(Ranked by AUM)

Select other cities around Beverly Hills, California to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Beverly Hills , California
Last Updated - 13-Jun-2023

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